BEGIN:VCALENDAR PRODID:-//Microsoft Corporation//Outlook 16.0 MIMEDIR//EN VERSION:2.0 METHOD:PUBLISH X-MS-OLK-FORCEINSPECTOROPEN:TRUE BEGIN:VTIMEZONE TZID:Eastern Standard Time BEGIN:STANDARD DTSTART:16011104T020000 RRULE:FREQ=YEARLY;BYDAY=1SU;BYMONTH=11 TZOFFSETFROM:-0400 TZOFFSETTO:-0500 END:STANDARD BEGIN:DAYLIGHT DTSTART:16010311T020000 RRULE:FREQ=YEARLY;BYDAY=2SU;BYMONTH=3 TZOFFSETFROM:-0500 TZOFFSETTO:-0400 END:DAYLIGHT END:VTIMEZONE BEGIN:VEVENT CLASS:PUBLIC CREATED:20260409T144106Z DESCRIPTION:Understanding Your Rollover Options\nJune 24\, 2026 6:00 PM EST\n \nChanging jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings p lan account from a previous employer? Chances are you have questions and c ould use someone at your side to lead the way – especially in understand ing how your decision can impact your long-term retirement savings.\n \nSt art finding answers at our Understanding Your Rollover Options seminar at no cost or obligation to you.\n \nDetails\n \nPresented by Travis Stanley from TruStage™ Annuities.\n \nYou’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider\, inclu ding: \n \n* Four major options for retirement plan balances when changing jobs\n* Pros and cons of each option\n* How a rollover works\n* And more \n \nTravis Stanley and TruStage™ Annuities are not affiliated with or e ndorsed by LPL Financial or Wildfire Financial Group.\n \nThere is no assu rance that the techniques and strategies discussed are suitable for all in vestors or will yield positive outcomes. The purchase of certain securitie s may be required to effect some of the strategies.\n \nTruStageTM Annuiti es are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate\, CUNA Brokerage Services\, Inc.\, member FINRA/SIPC\, a registered broker/deale r\, 2000 Heritage Way\, Waverly\, IA\, 50677. Investment and insurance pro ducts are not federally insured\, may involve investment risk\, may lose v alue and are not obligations of or guaranteed by any depository or lending institution.  All contracts and forms may vary by state and may not be available in all states or through all broker/dealers. GA-5990973.2-0325-0 427 © TruStage\n \n \n DTEND;TZID="Eastern Standard Time":20260624T193000 DTSTAMP:20260409T141323Z DTSTART;TZID="Eastern Standard Time":20260624T180000 LAST-MODIFIED:20260409T144106Z PRIORITY:5 SEQUENCE:0 SUMMARY;LANGUAGE=en-us:Understanding Your Rollover Options TRANSP:OPAQUE UID:040000008200E00074C5B7101A82E0080000000060E0CB4D09C8DC01000000000000000 0100000001E4F5E231B27044AA76DE5A29B36ED6A X-ALT-DESC;FMTTYPE=text/html:\n

Understanding Your Rollover Options

June 24\, 2026                   6:00 PM EST

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C hanging jobs is a common experience for most U.S. workers. But what’s th e right thing to do with your retirement savings plan account from a previ ous employer? Chances are you have questions and could use someone at your side to lead the way – especially in understanding how your decision can impa ct your long-term retirement savings.

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Start finding answers at our Understanding Your Rollover Options seminar at no cost or obligation to you.< /o:p>

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Details

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< p class=MsoNormal>Presented by Travis Stanley from TruS tage™ Annuities.

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You’ll get a clear understanding of the differen t options available to you when you leave an employer and have an employer -based retirement savings plan account balance to consider\, including:

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Travis Stanley and TruStage™ Annuities are not affiliated with or endorsed by LPL Financial or Wildfire Financial Group.

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There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purch ase of certain securities may be required to effect some of the strategies .

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TruStageTM Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Comp any (MEMBERS Life) and distributed by their affiliate\, CUNA Brokerage Ser vices\, Inc.\, member FINRA/SIPC\, a registered broker/dealer\, 2000 Herit age Way\, Waverly\, IA\, 50677. Investment and insurance products are n ot federally insured\, may involve investment risk\, may lose value and ar e not obligations of or guaranteed by any depository or lending institutio n.  All contracts and forms may vary by state and may not be available in all states or through all broker/dealers. GA-5990973.2-0325-0427   © TruStage

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